Set Up Access Permissions

This topic refers to functionality that is not available to accounts on the QuickBase Essential plan. If the functionality described here does not match what you're seeing in QuickBase, your account is probably on this plan.

You can easily control what users can see and do within your application.

To set up access permissions:

Tip: If you have
a lot of users, you may want to save time by gathering them in
groups and then applying a
different role to each group. QuickBase automatically grants each
user whatever permissions you give to the group they're in.

When you set up a role, you specify what elements of your
application users in this role should be able to see and/or change.
For example, you could tell QuickBase to let a user view and modify
records, but not to add one. As you create roles, you can test them yourself to make sure that
users in that role are able to see and do exactly what you want.
Read more about testing roles.

When you grant a user access to your application, QuickBase
forces you to assign a role. Doing so lets the program know what
powers to grant the user within your application.

Note: Do you need to limit
access to sensitive information? Or are you just trying to focus user
attention on the information that interests them? If it's a question of
security, follow the steps above to set access permissions. If you just
want to make your application easier to use, don't set permissions, create
custom reports instead. Not sure what
to do? Read more.